What we configure
Microsoft 365 or Google Workspace tenant; email, calendar, and shared drive setup; a CRM (HubSpot, Zoho, Pipedrive, or similar); a project management tool; core automations between them.
Services
Four pillars. One operational backbone.
Every QuickStart engagement mixes and matches from these four pillars, priced as a fixed-scope package after a free discovery call. No hourly billing, no surprises, no PowerPoint decks that never get implemented.
Built for Canadian SMEs
Pillar 01
Business Operations Setup
The foundation. Files, folders, permissions, communication channels, and the internal "rules of the road" so your team stops guessing where things live.
- We configure: master folder architecture, naming conventions, role-based access, shared drives, communication channels, a template library.
- You get: a live workspace, a one-page operations map, written conventions, and a document index a new hire can read in an hour.
- For: freshly incorporated businesses and teams growing past two people.
Pillar 02
Workflow & Process Integration
The plumbing. Microsoft 365 or Google Workspace configured for your business, a CRM tuned to your sales stages, and the small automations that quietly save five hours a week.
What you get
A working CRM with your pipeline stages already built, connected inbox and calendar, a task/project workspace, and documentation of every automation we've wired up.
Who it's for
Owners doing sales, delivery, and admin themselves; small teams whose data lives in six different tools; anyone tired of copy-pasting between apps.
Pillar 03
Invoicing & Admin Workflow Automation
The money side. Branded quotes and invoices, approval flows, document control, and the boring compliance work done properly so it doesn't bite you later.
What we configure
Branded quote and invoice templates; e-signature flow; approval workflows; payment tracking; receipt archive; a monthly close checklist; a document-retention structure.
What you get
A same-day quote-to-invoice cycle, a repeatable month-end close, and every document filed automatically where it needs to live for CRA and buyer audits.
Who it's for
Service businesses billing per project or per hour; retailers moving from cash to invoicing; any business preparing for a first bookkeeper handoff.
Pillar 04
Training & Employee Onboarding
The adoption layer. Live sessions, written SOPs, quick-reference guides, and 30 days of post-launch support — because a system that isn't used is worse than no system at all.
What we deliver
Live training sessions for owner and staff; written SOPs for each core workflow; a printable quick-reference card per role; an employee onboarding checklist.
What you get
Recorded training sessions your team can rewatch, an SOP library you can hand to a new hire on day one, and 30 days of email support after launch.
Who it's for
Owners about to hire their first employee; teams switching to a new tool stack; anyone who's tried to write their own SOPs and hated every minute of it.
Engagement
How pricing works.
Every engagement is quoted as a fixed price after the discovery call, based on the pillars you need and the size of your team. You'll always know the total before we start — and the timeline is measured in weeks, not months.
1
Free discovery call
45 minutes. We map how your business works today and what needs to change. No obligation.
2
Fixed-price blueprint
A one-page setup plan with scope, deliverables, timeline, and total price. You approve before anything else happens.
3
2–3 week build
Configuration, documentation, and testing — with weekly check-ins so nothing gets built without your input.
4
30-day adoption
Live training, written SOPs, and unlimited email support so the systems become how you work.
Which pillar would move the needle first?
Book a discovery call — we'll help you decide which piece to start with, and how the rest can be phased in over time.